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Create debt collection handover and start outreach campaign

Create debt collection handover and start outreach campaign

Your overdue account rows lack a formal handoff, stalling collector outreach. Capture and push the customer record to collections and start outreach so invoices are actioned before the next billing run.

Create debt collection handover and start outreach campaign

Overview

Manual handoffs delay collections and small errors leave receivables unaddressed; this flow marks overdue accounts, updates records, and launches your collections campaign automatically. Billing staff and collection agents can begin outreach within minutes, improving cash recovery before the next billing run.

Create debt collection handover and start outreach campaign